BARLX Mutual Fund (Beacon Accelerated Return Strategy Fund Institutional Class) is managed by Beacon Trust with $56.4M in net assets. BARLX expense ratio is 1.29%, holding 36 positions across various sectors. Inception date: 2017-10-02.

BARLX performance shows a YTD return of 1.61%. The 1-year return is 35.17% and the 5-year return is 15.54%. BARLX dividend yield stands at 25.82%, paid annually.

BARLX top holdings include a diversified portfolio. View all BARLX holdings, sector breakdown, or dividend history.

BARLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BARLX alternatives are available via the screener, along with tax-loss harvesting opportunities.